Oea Choice Welfare Trust in Tigard, Oregon (OR)

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Oea Choice Welfare Trust
Employer Identification Number (EIN)930763726
Name of OrganizationOea Choice Welfare Trust
Address6900 Sw Atlanta St Bldg 2, Tigard, OR 97223-2513
ActivitiesEmployee or member welfare association
SubsectionVoluntary Employees' Beneficiary Association (Govt. Emps.)
Ruling Date05/1982
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$66,144,240
Amount of Income$3,807,657
Form 990 Revenue Amount$3,807,657
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Government)


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Amount of income in 2014: $3,807,657
Oea Choice Welfare Trust: 

 $3,807,657
Other organizations performing similar types of work: 

 $3,748,236

Assets in 2014: $66,144,240
Oea Choice Welfare Trust: 

 $66,144,240
Other organizations performing similar types of work: 

 $5,565,311

Expenses in 2014: $2,220,238
Oea Choice Welfare Trust: 

 $2,220,238
Other organizations performing similar types of work: 

 $1,791,553

Income to expenses ratio in 2014: 1.7
Oea Choice Welfare Trust: 

 1.7
Other organizations performing similar types of work: 

 1.3

Employees paid over $100,000 in 2014: 42.9%
Oea Choice Welfare Trust: 

 42.9%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoNoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNoNo
Did the organization report an amount for land, buildings, and equipment?YesYesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other liabilities?YesYesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNoYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNoNo
Did the organization operate one or more hospital facilities?NoNoNo
Did the organization attach a copy of its audited financial statements?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNoNo
A family member of a current or former officer, director, trustee, or key employee?NoNoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNoNo
Was the organization related to any tax-exempt or taxable entity?YesYesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 10964410
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYesNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return887
Did the organization file all required federal employment tax returns?YesYesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNoNo
Has it filed a Form 990-T for this year?NoNoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNoNo
Did the organization notify the donor of the value of the goods or services provided?NoNoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,198,654$285,067$304,547
Total reportable compensation from related organizations$171,388$171,054$190,759
Total estimated amount of other compensation from the organization and related organizations$109,525$358,783$155,162
Total number of individuals who received more than $100,000 of reportable compensation from the organization422
Total number of independent contractors who received more than $100,000 of compensation from the organization111
Statement of Revenue
2011201220132014
Total revenue$3,361,193$2,419,312$2,107,754$3,807,657
Contributions, Gifts, Grants and Other Similar Amounts$0$0$0$0
Program Service Revenue$1,605,926$759,426$12,756$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$1,832,913$1,819,570$1,407,591$1,392,735
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental income$0$0$0$0
Net gain/loss from sales of assets other than inventory$-103,296$-223,337$418,260$2,390,813
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $0$418,260 / $0$2,390,813 / $0
Less: cost or other basis and sales expenses (Securities / Other)$103,296 / $0$223,337 / $0$0 / $0$0 / $0
Gain or (loss) (Securities / Other)$-103,296 / $0$-223,337 / $0$418,260 / $0$2,390,813 / $0
Net income/loss from fundraising events$0$0$0$0
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$0$0$0$0
Miscellaneous Revenue$25,650$63,653$269,147$24,109
900099$63,653$269,147$24,109
All other revenue$0$0$0
Statement of Functional Expenses
2011201220132014
Total functional expenses$2,822,103$2,295,585$2,623,474$2,220,238
Grants and other assistance to domestic organizations and domestic governments$557,545$805,218$364,301
Grants and other assistance to domestic individuals$0$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$574$0$0
Compensation of current officers, directors, trustees, and key employees$907,194$418,339$428,110$439,276
Compensation not included above, to disqualified persons$0$0$0
Other salaries and wages$418,262$371,010$378,872$328,965
Pension plan accruals and contributions$64,300$67,156$100,182
Other employee benefits$147,373$163,893$157,315
Payroll taxes$79,445$57,168$60,385$57,283
Fees for services (non-employees)
Management$0$0$0
Legal$17,914$17,927$58,825
Accounting$39,350$39,375$38,750
Lobbying$0$0$0
Professional fundraising services$0$0$0$0
Investment management fees$207,269$278,099$308,571
Other$88,994$93,252$91,160
Advertising and promotion$32,633$21,793$24,193
Office expenses$161,598$150,675$145,027
Information technology$0$0$0
Royalties$0$0$0
Occupancy$39,216$39,216$39,216
Travel$47,388$44,739$39,421
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$572$4,946$3,780
Interest$0$0$0
Payments to affiliates$0$0$0
Depreciation, depletion, and amortization$8,065$6,462$6,558
Insurance$3,715$2,819$3,326
Other expenses$17,351$9,963$5,911
Other expenses$12,183$6,833$5,096
Other expenses$2,472$3,332$3,107
Other expenses$556$409$-25
Balance Sheet
2011201220132014
Total assets$57,487,118$57,314,573$59,893,987$66,144,240
Cash - non-interest-bearing$139,549$160,394$459,540
Savings and temporary cash investments$12,031,277$795,255$1,960,058
Pledges and grants receivable, net$0$0$0
Accounts receivable, net$15,623$8,117$11,633
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0$0
Notes and loans receivable, net$10,000,000$10,000,000$10,000,000
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$4,751$2,400$23,844
Land, buildings, and equipment: cost or other basis$26,635$30,503$23,946
Investments - publicly traded securities$34,610,713$48,679,082$53,403,478
Investments - other securities$486,025$218,236$261,741
Investments - program-related$0$0$0
Intangible assets$0$0$0
Other assets$0$0$0
Total liabilities$1,526,238$1,468,101$1,210,563$1,074,373
Accounts payable and accrued expenses$1,033,789$602,670$578,688
Grants payable$0$441,495$285,783
Deferred revenue$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$434,312$166,398$209,902
Total net assets or fund balances$55,960,880$55,846,472$58,683,424$65,069,867
Unrestricted net assets$0$0$0
Temporarily restricted net assets$0$0$0
Permanently restricted net assets$0$0$0
Capital stock or trust principal, or current funds$55,846,472$58,683,424$65,069,867
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$80,917,906$84,396,441$84,621,264$95,823,234$113,054,830$119,499,535$123,246,618$125,883,954
Contributions, gifts, grants, and similar amounts received$0$0$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$79,411,176$83,596,207$84,371,149$95,280,759$112,259,982$117,845,242$120,035,247$123,480,070
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$757,366$422,653$342,936$326,745$438,514$1,126,804$2,213,410$1,572,761
Dividends and interest from securities$254,404$27,685$29$74$34,909$74,426$113,995$107,229
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$1,153,117$-44,456$0$0$-2,880$195,605$371,650$517,791
Gross amount from sales of assets other than inventory$12,030,430$6,763,281$2,879,000$3,894,000$433,770$5,141,026$4,657,977$548,309
Less: cost or other basis and sales expenses$10,877,313$6,807,737$2,879,000$3,894,000$436,650$4,945,421$4,286,327$30,518
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$-658,157$394,352$-92,850$215,656$324,305$257,458$512,316$206,103
Total expenses$88,215,132$89,421,920$82,081,566$89,581,154$106,367,995$113,376,141$118,038,168$119,949,501
Program services$0$0$0$0$0$0$0$0
Management and general$0$0$0$0$0$0$0$0
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$11,472,278$6,446,799$8,986,497$15,228,577$22,309,632$28,935,748$35,334,200$39,169,461
Excess or (deficit) for the year$-7,297,226$-5,025,479$2,539,698$6,242,080$6,686,835$6,123,394$5,208,450$5,934,453
Net assets or fund balances at beginning of year$18,769,504$11,472,278$6,446,799$8,986,497$15,228,577$22,309,632$28,935,748$35,334,200
Other changes in net assets or fund balances$0$0$0$0$394,220$502,722$1,190,002$-2,099,192
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$119,949,501$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$115,428,310
Compensation of current officers, directors, key employees, etc.$236,065$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$1,548,311$0$0$0
Pension plan contributions not included above$361,409$0$0$0
Employee benefits not included above$616,232$0$0$0
Payroll taxes$154,565$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$41,900$0$0$0
Legal fees$42,537$0$0$0
Supplies$4,466$0$0$0
Telephone$121,132$0$0$0
Postage and shipping$26,630$0$0$0
Occupancy$195,038$0$0$0
Equipment rental and maintenance$196,036$0$0$0
Printing and publications$29,947$0$0$0
Travel$28,238$0$0$0
Conferences, conventions, and meetings$3,705$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$5,992$0$0$0
Other expenses not covered above$908,988$0$0$0
Balance Sheets
20002001200220032004200520062007
Total assets$13,964,035$9,000,006$12,367,552$17,613,279$26,386,792$31,787,351$38,205,481$42,415,981
Cash - non-interest-bearing$0$0$0$0$396,465$420,233$0$0
Savings and temporary cash investments$3,748,490$4,178,752$7,473,852$306,795$15,922,970$17,902,957$22,430,946$20,298,372
Accounts receivable less allowance for doubtful accounts$131,022$202,606$186,590$1,238,916$849,359$614,999$1,245,559$1,214,555
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0$46,045$43,801$44,461$22,103
Investments - publicly-traded securities$14,139,235$20,499,016
Investments - other securities$9,646,953$4,493,858$4,615,647$15,982,452$9,114,085$12,762,237$308,643$351,290
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$312,070$124,790$91,463$60,116$57,868$43,124$36,637$30,645
Other assets, including program-related investments$125,500$0$0$25,000$0$0$0$0
Total liabilities$2,491,757$2,553,207$3,381,055$2,384,702$4,077,160$2,851,603$2,871,281$3,246,520
Accounts payable and accrued expenses$1,062,783$965,334$887,723$677,246$1,824,658$1,126,480$1,287,658$1,866,534
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$1,428,974$1,587,873$2,493,332$1,707,456$2,147,909$1,725,123$1,340,473$1,084,891
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$104,593$0$243,150$295,095
Total liabilities and net assets/fund balances$13,964,035$9,000,006$12,367,552$17,613,279$26,386,792$31,787,351$38,205,481$42,415,981
Total net assets or fund balances$11,472,278$6,446,799$8,986,497$15,228,577$22,309,632$28,935,748$35,334,200$39,169,461
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$0$84,396,441$84,621,264$95,823,234$0$0$0$0
Total revenue, gains, and other support per audited financial statements$0$84,441,841$84,625,509$95,801,265$0$0$0$0
Other expenses$0$56,805$4,245$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$56,805$4,245$0$0$0$0$0
Other revenue$0$11,405$0$21,969$0$0$0$0
Investment expenses$0$11,405$0$560$0$0$0$0
Other$0$0$0$21,409$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$0$89,421,920$82,081,566$89,581,154$0$0$0$0
Total expenses and losses per audited financial statements$0$89,466,326$82,085,386$89,584,496$0$0$0$0
Other revenue$0$55,811$3,820$3,902$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$55,811$3,820$3,902$0$0$0$0
Other expenses$0$11,405$0$560$0$0$0$0
Investment expenses$0$11,405$0$560$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
45$139,195$88,470$8,400
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings5
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200629
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$2,403,884$123,480,070
Program service revenue
Program service revenue 1000000$000$0$122,519,432
Program service revenue 2000000$000$0$960,638
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,572,761$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$107,229$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$517,791$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$206,103$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
930956921100%$1,461$227,594
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Government Employees Health Association IncPO BOX 1096, Independence, MO 64051-0596MO1947-12$3,272,129,753
2Pennsylvania Employees Benefit, Attn Financial Manager150 S 43rd St Ste 1, Harrisburg, PA 17111-5700PA1989-10$1,336,228,386
3Michigan Education Special Services Association1475 Kendale Blvd, East Lansing, MI 48823-2011MI1962-08$1,100,390,573
4American Postal Workers Union, Afl Cio Health Plan799 Cromwell Park Dr Suite Kz, Glen Burnie, MD 21061-2577MD1975-01$995,046,196
5Californias Valued Trust520 E Herndon Ave, Fresno, CA 93720-2907CA1988-03$584,131,194
6Southern California Schools Voluntary Employees Benefits Assoc8885 Rio San Diego Dr Ste 300, San Diego, CA 92108-1627CA1993-09$551,091,380
7Wisconsin Education Association Insurance Trust45 Nob Hill Rd, Madison, WI 53713-2195WI1971-03$461,948,150
8Wisconsin Counties Association Group Health Tr, Mark Oconnell Ttee22 E Mifflin St Ste 900, Madison, WI 53703-4247WI1991-10$452,577,102
9United Federation Of Teachers Welfare Fund, Uft Welfare Fund52 Broadway, New York, NY 10004-1603NY1966-03$377,230,599
10Board Of Education Of Montgomery County Employee Benefit Trust Fund45 W Gude Dr Ste 3200, Rockville, MD 20850-1480MD1964-08$347,392,620
11Special Agents Mutual Benefit11301 Old Georgetown Rd, Rockville, MD 20852-2860MD1950-01$311,002,523
12Association Of Washington Cities Employees Benefit Trust1076 Franklin St Se, Olympia, WA 98501-1346WA1988-11$268,372,055
13Ccpoa Insurance Division Trust2515 Venture Oaks Way Ste 200, Sacramento, CA 95833-4235CA1986-02$252,268,155
14Armed Forces Benefit Association909 N Washington St, Alexandria, VA 22314-5510VA1948-12$239,314,950
15School District 1 Health & Welfare Trust Fund7600 Sw Mohawk St, Tualatin, OR 97062-8121OR1974-05$74,439,811
16California Teachers Association Emp Health & Wel Benefits Tr 011994, Board Of TrusteesPO BOX 4148, Portland, OR 97208-4148OR1994-04$23,445,956
17Oea Choice Welfare Trust6900 Sw Atlanta St Bldg 2, Tigard, OR 97223-2513OR1982-05$3,807,657
18Portland Police Beneficiary Association Inc1111 Sw Second Ave, Portland, OR 97204-3231OR1942-11$506,234
19Snohomish County Pud Voluntary Employees Beneficiary AssociationPO BOX 1107, Everett, WA 98206-1107WA2001-09$19,913,032
20City Of Irving Texas Voluntary Employees Beneficiary Assc Trust5323 Spring Valley Rd Ste 300, Dallas, TX 75254-2416TX2000-03$0
Number of organizations performing similar types of work
Alaska1
Arkansas1
Arizona1
California35
Colorado2
Connecticut1
District of Columbia3
Delaware1
Florida7
Hawaii2
Illinois4
Indiana2
Kansas8
Massachusetts8
Maryland5
Maine5
Michigan2
Minnesota23
Missouri5
Mississippi1
Montana1
North Carolina2
North Dakota2
Nebraska1
New Hampshire2
New Jersey23
Nevada5
New York36
Ohio8
Oregon4
Pennsylvania26
Rhode Island2
Texas6
Utah1
Virginia4
Washington6
Wisconsin7
Wyoming1
Total254

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